Portfolio Diversification
Range
Most Diversified
51 instruments
March 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
47.7 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
AMZN99.91%
DIS99.91%
MA99.91%
TSLA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 8.96% | 8.18% | 99.91% | - |
 Bitcoin (BTC) | 7.51% | 7.93% | 99.91% | - |
| Tesla (TSLA) | 6.28% | 3.72% | 99.91% | - |
| Amazon (AMZN) | 3.85% | 2.85% | 99.91% | - |
 Shopify (SHOP) | 3.59% | 5.36% | 99.91% | - |
 Crowdstrike (CRWD) | 3.45% | 2.2% | 99.91% | - |
 HubSpot (HUBS) | 3.27% | 2.8% | 99.91% | - |
 Trade Desk (TTD) | 3.2% | 1.44% | 99.91% | - |
 Intuit (INTU) | 2.87% | 1.72% | 99.91% | - |
| Microsoft (MSFT) | 2.8% | 1.68% | 99.91% | - |
 Fortinet (FTNT) | 2.62% | 2.06% | 99.91% | - |
| Disney (DIS) | 2.22% | 3.08% | 99.91% | - |
 Bristol-Myers Squibb (BMY) | 1.98% | 0% | 72% | 4/25/2024 |
 MercadoLibre (MELI) | 1.93% | 1.53% | 99.91% | - |
| Mastercard (MA) | 1.71% | 1.16% | 99.91% | - |
 Coinbase (COIN) | 1.7% | 3.09% | 99.91% | - |
 IDEXX (IDXX) | 1.55% | 0.7% | 99.91% | - |
 Arista (ANET) | 1.51% | 1.31% | 99.91% | - |
 ASML (ASML) | 1.46% | 0.78% | 99.91% | - |
 SolarEdge (SEDG) | 1.46% | 0% | 77.83% | 7/1/2024 |
 FNV (FNV) | 1.45% | 0.91% | 99.91% | - |
 Synopsys (SNPS) | 1.43% | 1.42% | 99.91% | - |
 DexCom (DXCM) | 1.41% | 0.51% | 99.91% | - |
 Airbnb (ABNB) | 1.36% | 0.99% | 99.91% | - |
 ServiceNow (NOW) | 1.31% | 0.94% | 99.91% | - |
 DocuSign (DOCU) | 1.2% | 0% | 65.9% | 2/15/2024 |
 Qualcomm (QCOM) | 1.14% | 0.64% | 99.91% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.1% | 4.72% | 22.08% | - |
 Zebra (ZBRA) | 1.08% | 0% | 70.76% | 4/11/2024 |
 Accenture (ACN) | 1.06% | 0.82% | 99.91% | - |
 Okta (OKTA) | 1% | 1.54% | 99.91% | - |
 Ethereum (ETH) | 1% | 0.72% | 69.88% | - |
 SPDR Gold (GLD) | 0.94% | 0% | 30.04% | 12/28/2022 |
 Wheaton Precious Metals (WPM) | 0.89% | 1.02% | 69.88% | - |
 STAG (STAG) | 0.82% | 0.91% | 69.88% | - |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.8% | 3.89% | 19.17% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.76% | 4.12% | 22.08% | - |
 Pfizer (PFE) | 0.76% | 0% | 65.9% | 2/15/2024 |
 Apple (AAPL) | 0.75% | 2.53% | 29.33% | - |
 Autodesk (ADSK) | 0.75% | 0% | 68.37% | 3/15/2024 |
 Delta (DAL) | 0.7% | 1.01% | 53.36% | - |
 PayPal (PYPL) | 0.62% | 0% | 77.83% | 7/1/2024 |
 Meta (META) | 0.58% | 1.63% | 57.95% | - |
 CRISPR Therapeutics (CRSP) | 0.57% | 0% | 77.83% | 7/1/2024 |
 Realty Income (O) | 0.57% | 1.17% | 53.36% | - |
 Splunk Inc (SPLK) | 0.53% | 0% | 68.82% | 3/20/2024 |
 Grab (GRAB) | 0.51% | 2.55% | 28.45% | - |
 On (ONON) | 0.5% | 1.53% | 31.8% | - |
 Adobe (ADBE) | 0.48% | 0% | 68.37% | 3/15/2024 |
 Masimo (MASI) | 0.45% | 0% | 58.83% | 11/27/2023 |
 Iberdrola (IBE.MC) | 0.42% | 0% | 40.55% | 4/11/2024 |
 NextEra (NEE) | 0.39% | 1.15% | 29.33% | - |
 Confluent (CFLT) | 0.39% | 0% | 58.22% | 11/27/2023 |
 Solana (SOL) | 0.39% | 0.65% | 40.37% | - |
 Li Auto (LI) | 0.33% | 0% | 24.03% | 4/9/2024 |
 KraneShares CSI China Internet (KWEB) | 0.32% | 0% | 36.04% | 4/11/2024 |
 Vita Coco (COCO) | 0.31% | 0.96% | 32.33% | - |
 Clearway Energy (CWEN) | 0.28% | 0% | 28.62% | 11/27/2023 |
 Hannon Armstrong (HASI) | 0.28% | 0.83% | 29.15% | - |
 Celsius (CELH) | 0.28% | 0.57% | 27.3% | - |
 Supermicro (SMCI) | 0.27% | 0% | 17.67% | 10/30/2024 |
 IIPR (IIPR) | 0.25% | 0% | 28.8% | 11/27/2023 |
 Zynga (ZNGA) | 0.24% | 0% | 12.63% | 5/24/2022 |
 Alarm.com (ALRM) | 0.24% | 0% | 30.04% | 12/28/2022 |
 AstraZeneca (AZN) | 0.24% | 0.78% | 27.92% | - |
 Cleanspark (CLSK) | 0.22% | 0% | 20.58% | 2/29/2024 |
 Sui (SUI) | 0.2% | 0.72% | 29.33% | - |
 Fiverr (FVRR) | 0.2% | 0% | 30.04% | 12/28/2022 |
 Illumina (ILMN) | 0.19% | 0% | 30.04% | 12/28/2022 |
 Instacart (CART) | 0.18% | 2.08% | 11.4% | - |
 UiPath (PATH) | 0.18% | 0% | 30.04% | 12/28/2022 |
 Twilio (TWLO) | 0.14% | 0% | 30.04% | 12/28/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.12% | 0% | 30.04% | 12/28/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 2.92% | 11/4/2024 |
 Etsy (ETSY) | 0.11% | 0% | 9.45% | 7/1/2024 |
 Wix (WIX) | 0.11% | 0% | 30.04% | 12/28/2022 |
 DoorDash (DASH.US) | 0.09% | 0.9% | 11.04% | - |
 T-Mobile (TMUS) | 0.09% | 0% | 8.13% | 10/1/2024 |
 Gilead Sciences (GILD) | 0.09% | 1.01% | 11.04% | - |
 Booking (BKNG) | 0.08% | 0.76% | 11.04% | - |
 Moderna (MRNA) | 0.06% | 0% | 5.21% | 7/1/2024 |
 Coca-Cola Europacific (CCEP) | 0.05% | 0% | 5.3% | 10/1/2024 |
 Keurig Dr Pepper (KDP) | 0.05% | 0% | 5.3% | 10/1/2024 |
 AEP (AEP) | 0.05% | 0% | 5.3% | 10/1/2024 |
 PepsiCo (PEP) | 0.04% | 0% | 2.92% | 11/4/2024 |
 Linde (LIN) | 0.04% | 0% | 2.92% | 11/4/2024 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.04% | 0% | 6.01% | 4/11/2024 |
 Exelon (EXC) | 0.04% | 0% | 2.92% | 11/4/2024 |
 Costco (COST) | 0.03% | 0% | 2.83% | 8/2/2024 |
 Roper (ROP) | 0.03% | 0% | 2.83% | 8/2/2024 |
 Honeywell (HON) | 0.03% | 0% | 2.83% | 8/2/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 2.65% | 11/4/2024 |
 Beyond Meat (BYND) | 0.02% | 0% | 30.04% | 12/28/2022 |
 Symbotic (SYM) | 0.02% | 0% | 6.01% | 4/11/2024 |
 Howmet Aerospace (HWM) | 0.01% | 0.95% | 0.88% | - |
 Pure Storage (PSTG) | 0.01% | 0.95% | 0.88% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.93% | 9.34% |
| Bitcoin (BTC) | 1.25% | 8.79% |
| Tesla (TSLA) | 1.32% | 5.48% |
| Shopify (SHOP) | 5.68% | 5.45% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 7.37% | 4.86% |
| JPMorgan Ultra-Short Income ETF (JPST) | 6.32% | 3.71% |
| iShares Physical Gold ETC (PPFB.DE) | 5.73% | 3.67% |
| Disney (DIS) | 5.01% | 3.11% |
| Amazon (AMZN) | 2.83% | 3% |
| HubSpot (HUBS) | 2.17% | 2.91% |
| Apple (AAPL) | 2.92% | 2.53% |
| Grab (GRAB) | 3.34% | 2.5% |
| Trade Desk (TTD) | 1% | 2.49% |
| Coinbase (COIN) | 3.24% | 2.25% |
| Crowdstrike (CRWD) | 2.27% | 2.16% |
| Fortinet (FTNT) | 0.8% | 1.85% |
| On (ONON) | 1.67% | 1.72% |
| Microsoft (MSFT) | 1.2% | 1.72% |
| Intuit (INTU) | 1.84% | 1.7% |
| Arista (ANET) | 0.33% | 1.66% |
| Instacart (CART) | 2.67% | 1.47% |
| Synopsys (SNPS) | 2.01% | 1.47% |
| Meta (META) | 1.84% | 1.46% |
| Sui (SUI) | 0.84% | 1.24% |
| MercadoLibre (MELI) | 1.67% | 1.24% |
| Ethereum (ETH) | 0.7% | 1.13% |
| ServiceNow (NOW) | 0.67% | 1.13% |
| NextEra (NEE) | 1.67% | 1.09% |
| Delta (DAL) | 1.47% | 1.09% |
| Mastercard (MA) | 1% | 1.07% |
| Okta (OKTA) | 1.81% | 1.03% |
| Realty Income (O) | 1.94% | 1.02% |
| Vita Coco (COCO) | 1.17% | 1% |
| Airbnb (ABNB) | 1.97% | 0.93% |
| Solana (SOL) | 0.53% | 0.92% |
| DoorDash (DASH.US) | 1.26% | 0.81% |
| Accenture (ACN) | 1.07% | 0.81% |
| STAG (STAG) | 1.37% | 0.8% |
| Wheaton Precious Metals (WPM) | 0.94% | 0.78% |
| Booking (BKNG) | 1.26% | 0.78% |
| Gilead Sciences (GILD) | 1.26% | 0.76% |
| Hannon Armstrong (HASI) | 1.17% | 0.71% |
| FNV (FNV) | 1.44% | 0.71% |
| ASML (ASML) | 0.67% | 0.71% |
| IDEXX (IDXX) | 1% | 0.65% |
| AstraZeneca (AZN) | 1.22% | 0.63% |
| Qualcomm (QCOM) | 0.84% | 0.59% |
| Celsius (CELH) | 2.51% | 0.52% |
| DexCom (DXCM) | 0.84% | 0.48% |